See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,176 | $100,041+19.1% | $149,718-20.4% | $70,131+69.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.12% | 27.43%-6.3pp | 1501.63%-1480.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $4,649 | $3,662+27.0% | $5,445-14.6% | $2,342+98.5% |
| Participant deferral / active EE | $3,860 | $4,983-22.5% | $6,569-41.2% | $3,332+15.9% |
| Admin fee / account holder | $5,537 | $8,286-33.2% | $11,283-50.9% | $4,645+19.2% |